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Electrification & Grid

Electrification and grid covers the equipment and construction needed to move far more electricity than today’s network was built for. Transformers, switchgear, and cable have all become scarce, with order books stretching years ahead.

59 stocks

Energy Storage Grid Equipment Transmission Buildout

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
351	SGCIA Smith Graham & Co Investment Advisors Houston, Texas	$17.1M	+$1.5M	2	1.61%	Increased
352	WCM Investment Management Laguna Beach, California	$17.1M	+$14.2M	2	0.19%	Increased
353	State of Michigan Retirement System Lansing, Michigan	$17M	-$796K	5	0.13%	Reduced
354	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$17M	+$7.69M	4	0.1%	Increased
355	Fred Alger Management New York	$16.9M	+$2.43M	3	0.08%	Increased
356	DA Denali Advisors San Diego, California	$16.9M	+$8.13M	4	2.63%	Increased
357	NRS Neville Rodie & Shaw New York	$16.6M	+$821K	3	1.75%	Increased
358	TU TDAM USA Toronto, Ontario, Canada	$16.4M	-$189K	2	0.94%	Reduced
359	TAM Taurus Asset Management New York	$16.4M	-$87.3K	1	2.42%	Reduced
360	WI Wafra Inc New York	$16.3M	-$1.63M	1	0.74%	Reduced
361	SG Americas Securities New York	$16.2M	-$9.42M	12	0.15%	Reduced
362	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$16.2M	+$2.5M	12	0.24%	Increased
363	CCMH Cornerstone Capital Management Holdings New York	$16.1M	-$223K	7	0.11%	Reduced
364	HA Halsey Associates New Haven, Connecticut	$16.1M	+$691K	1	2.74%	Increased
365	DDPIC Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$16M	-$11.3K	1	1.69%	Reduced
366	Wolverine Trading Chicago, Illinois	$16M	-$53.3M	4	0.06%	Reduced
367	Alpha Cubed Investments Irvine, California	$15.9M	+$2M	1	2.08%	Increased
368	CTI Community Trust & Investment Versailles, Kentucky	$15.7M	+$14.3M	1	1.97%	New
369	EULAV Asset Management Sarasota, Florida	$15.7M	-$73.6K	3	0.74%	Reduced
370	Eastern Bank Boston, Massachusetts	$15.7M	+$11.3M	2	1.05%	Increased
371	Summit Partners Public Asset Management Boston, Massachusetts	$15.6M	$0	1	2.04%	Maintained
372	WBC Westpac Banking Corp Sydney, Australia	$15.5M	+$275K	1	0.35%	Increased
373	Copeland Capital Management Conshohocken, Pennsylvania	$15.3M	+$3.02M	1	0.97%	Increased
374	MCM McRae Capital Management Morristown, New Jersey	$15.3M	+$10.9K	2	6.45%	Increased
375	MetLife Investment Management Whippany, New Jersey	$15.2M	+$14.6M	10	0.17%	New